• Partner: July 2001 – present
  EY Consulting Emerging Technology Strategy & Governance Leader: July 2023 – present
• Our team addresses complex issues pertaining to emerging technology strategy, governance, risks, ethics, and policy, serving government and commercial clients. Drawing from our extensive experience with innovative business models and the application of advanced technologies, such as artificial intelligence (AI), Web3, and cutting-edge data methodologies, my team and I serve as trusted advisors to senior leaders.
• AI Leader within the EY Center for Board Matters, with primary responsibility for strategic emerging technology sessions and services for corporate boards and C-suite executives. Our primary mission is to provide strategic education and guidance, enabling these stakeholders to navigate the intricate landscape of emerging technology adoption, ethical governance, and compliance, fostering innovation in the digital era. In this role, our team is developing new frameworks for senior business leaders to appropriately design and execute an emerging technology strategy, complying with legal mandates and achieving ethical outcomes.
• Leader of the EY Research Collaboration with MIT and Professor Alex Pentland, distinguished leader of the Connection Science Lab. The Collaboration has evolved to emphasize responsible technology strategy, solution development / adoption, governance, and policy matters. Together with MIT, we actively engage with corporate executive teams and government policymakers to research, experiment with, and harness the power of advanced technologies. Regularly host AI strategy / governance focused senior executive roundtables at MIT, principally for board directors and the C-Suite.Partner, Global Tax/Law Innovation Leader: July 2017 – August 2023
• Advised governments and commercial enterprises on the risks, opportunities, and policy implications emanating from innovative technology and data systems. Led teams in the discovery, design, and commercialization of new solutions, with an emphasis on the development of new advanced technology systems and business models grounded in AI, Web3, and data science.
• Designed and implemented EY’s Global Tax/Law innovation strategy, integrating technology and innovation solution development and R&D teams across the globe. Built a diverse team within EY’s Tax and Law practice to discover and develop innovative tax / law services and solutions. Developed a strong culture of innovation within EY.
• Designed and co-founded The Prosperity Collaborative, a multi-stakeholder initiative dedicated to helping countries create better systems through innovative technology as digital public goods. The mission of the Collaborative is to build and deploy new technology, improve capacity of government administrations, and advance Web3 based technology governance models that promote transparency and interoperability. Founding members of the Collaborative include, New America, MIT, EY, The World Bank Group, and the Michael Dukakis Institute for Leadership and Innovation.
• Launched and led a Research Collaboration with MIT and Professor Pentland. Focus of the Collaboration is to research and experiment with emerging/advanced technology and derive data insights to solve novel problems.

Collaborated with Pentland and MIT to host workshops with leading private sector organizations, The World Bank, and others.

• Designed, built, and led an industry leading Advanced Technology Cambridge Lab, comprised of data/computer scientists, software engineers, policy specialists, and strategists to address complex problems for both government and the private sector through innovative business models and the application of advanced technologies, such as AI, Web3, and innovative data methods.Partner, Americas Director of Indirect & State / Local Tax Services, Jul 2009 – Jun 2017
• Leader of EY’s Indirect Tax service-line in the Americas, which includes state and local tax consulting services in the United States, along with value added tax, customs duties, and tax credits/incentives services in the Americas. Indirect Tax is one of six service-lines in the Tax practice, generating ~$500M of annual revenue and comprised of ~2,000 tax professionals located throughout North, South, and Central America, Israel and India. Developed vision and strategy and led execution for a multi-faceted tax practice serving clients across a wide range of industries.
• Tax policy responsibility for the practice and client service, including the tax technical/quality determinations of complex tax matters, tax implications of M&A transactions, financial reporting tax analysis, controversy and planning.
• Co-led an initiative to develop a global business/tax incentives strategy for EY. Recruited and positioned a global team to serve multinational enterprises by aligning government incentives to business capital and labor investments.
• Frequent speaker on tax policy matters at various organizations, including trade associations, conferences, and EY client symposiums. Delivered approximately 25 tax speeches a year, with an emphasis on tax policy.Tax Partner; Northeast Region State and Local Tax Leader, Jul 2005 – Jun 2009
• Led team of 50 tax professionals (including 10 partners) providing state & local tax consulting services to clients in the Northeast region of the US. Responsible for tax technical quality determinations in the region and frequent speaker on tax policy matters.Tax Practice (Staff through Partner), Aug 1992 – Dec 1994; Dec 1996 – Jun 2005
• Client service professional within the Boston tax practice. Served clients in numerous industries, including financial services, retail, diversified manufacturing, and life sciences. Promoted to Partner effective July 2001.PRICE WATERHOUSE, BOSTON, MATax Senior, Dec 1994 – Dec 1996
• Performed state and local tax issue identification, research, analysis and resolution for clients across a wide range of industries.FELLOWSHIPS & APPOINTMENTS MASSACHUSETTS INSTITUTE OF TECHNOLOGYResearch Affiliate, Sociotechnical Systems Research Center, March 2024 – present
• The MIT Sociotechnical Systems Research Center is an interdisciplinary team uniting faculty, researchers, andstudents to study high-impact, complex, sociotechnical systems that shape our world.
• This Research Affiliate position will be closely aligned with my Harvard appointment to study AI ethics for corporate board members and the C-Suite (see below).

HARVARD UNIVERSITY

Appointment, Edmond & Lily Safra Center for Ethics, August 2023 – present

• The Safra Center was founded in 1986 and unites scholars, ethicists, practitioners, and students from various fieldsto engage in thoughtful discourse and research on ethical challenges in modern society.
• This Harvard academic appointment and associated scholarship is focused on the ethical / responsible technology implications for both the public and private sectors. Align with the Harvard community to study the ethics and responsibility associated with innovative technologies, such as AI and Web3. These technologies are advancing rapidly and introduce ethical dilemmas that are now highly relevant for both governments and commercial enterprises. Government policymakers, corporate boards, and executive teams are faced with new ethical decisions prompted by innovative technologies that impact individuals, organizations, and societies on a global scale. Lead a research team at Harvard conducting extensive research (and developing new frameworks and decision-making tools) addressing the legal and ethical obligations facing corporate boards and the C-suite in designing, developing, and deploying AI systems.
• Published an OpEd in Fortune in May 2024 stressing the need for corporate boards to actively engage in responsible / ethical AI governance.
• Hosting a corporate directors Applied AI Ethics roundtable at Harvard Business School in June 2024. MASSACHUSETTS INSTITUTE OF TECHNOLOGYConnection Science Senior Founding Fellow, June 2019 – present
• MIT Connection Science is a cross-disciplinary effort drawing on the strengths of faculty, departments, andresearchers across the Institute, to decode, analyze, predict, and interpret trends in our data-driven world. Connection Science is a community of researchers and practitioners from leading organizations who are working together to invent the future of Artificial Intelligence, Web3 / Blockchain, and Big Data, for good.
• The aim of Connection Science and the fellowship is to help executives, entrepreneurs and policymakers open new possibilities by providing deeper insights into improving lives in our ever changing, hyper-connected world.NEW AMERICADigital Impact and Governance Initiative (DIGI) Senior Fellow, October 2020 – October 2021
• New America is a pioneering think and action tank; a civic platform that connects a research institute, technology lab, solutions network, media hub and public forum. New America is dedicated to renewing the promise of America by continuing the quest to realize our nation’s highest ideals, honestly confronting the challenges caused by rapid technological and social change and seizing the opportunities those changes create. DIGI is renovating democratic institutions by developing world-class, open-source digital / Web3 infrastructure to power the public sector.
• The purpose of the fellowship was to research, publish a paper, and devise new opportunities to govern and fund the development of global digital public goods.TEACHING EXPERIENCE BOSTON UNIVERSITY SCHOOL OF LAWLecturer, 2020 – present
• Developed and teach an Innovation, Technology, and the Law course, examining innovation theory and how itapplies within the legal profession. The course focuses on the disruptive forces and ‘megatrends’ in the world that have an impact on enterprises; application of advanced technologies (such as AI and Web3) to business, legal and societal problem solving; derivation of new insights from data science; the ‘future of work’ for professionals;

alternative business models; incorporating lean startup/design thinking theory into legal problem solving; and, addresses the rapidly evolving ethics, legal, and regulatory issues emanating from advanced technology application.

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Colleague Instructor, Fall, 2020, 2021

• Development Ventures is an exploratory elective Action Lab, focused on founding, financing, and buildingentrepreneurial ventures targeting developing countries, emerging markets, and underserved consumers everywhere. Particular emphasis is placed on transformative innovations and exponentially scalable business models that can enable or accelerate major positive social change throughout the world.ELON UNIVERSITY SCHOOL OF LAWLecturer, 2017
• Developed and taught an Innovation in Professional Services course. Topics included: introduction to innovation forlawyers; the forces of disruption impacting professionals; megatrends impacting businesses that lead to growth/innovation opportunities; application of alternative business models; lean startup and design thinking theories; and the future of work for professionals.SUFFOLK UNIVERSITY FRANK SAWYER SCHOOL OF MANAGEMENT, BOSTON, MAAdjunct Tax Faculty, Sep 1997 – Dec 2000
• Developed and taught a State and Local Tax course as part of the Masters of Tax curriculum. Topics addressedinclude the history of state/local taxation in the United States, constitutional restrictions on the states’ abilities to tax individuals and businesses, and government use of tax incentives to spur economic investments.EDUCATION
  BOSTON UNIVERSITY SCHOOL OF LAW, BOSTON, MALL.M (Taxation), Sep 1993 – May 1997
• Attended part-time while working at Ernst & Young
  SYRACUSE UNIVERSITY COLLEGE OF LAW, SYRACUSE, NYJuris Doctor, Sep 1989 – May 1992
• Moot Court Appellate Tax Team
• Student Extern: Onondaga County District Attorney’s OfficeIONA UNIVERSITY, NEW ROCHELLE, NYBachelor of Business Administration / Accounting, Sep 1985 – May 1989
• Student Government Association Vice-President
• Four Year Division I Varsity TennisADVISORY POSITIONS & AFFILIATIONS
• U.S. Department of Commerce Trade Finance Advisory Council; 2021 – 2022: appointed by U.S. Secretary of Commerce Gina Raimondo. Advised the Secretary in the identification of effective ways to expand access to trade finance for U.S. exporters and their foreign buyers, with an emphasis on new fintech investments to fuel economic growth.
• Global Blockchain Business Council Standards Mapping Initiative; 2021 – 2022: Co-Chair Tax Working Group developing standards for distributed technology systems (blockchain, et al.) applied to Tax
• Innovation Leader Editorial Advisory Board; 2017- present: provide innovation advice to this media company with the largest network of corporate innovators in the world

• StreetCred Board Member; 2018 – present: advise this organization affiliated with Boston Medical Center providing free tax preparation and financial consulting services in hospitals and clinics targeting families eligible for evidence- based, antipoverty government programs
• Non-Profit Co-Founder and Board Member; 2008-2018: World Orphan Project, Inc., an organization providing relief to orphans across the globe
• Business Trade Associations – Board Member: prior to 2016: Massachusetts Taxpayers Foundation; Associated Industries of Massachusetts; New York University State and Local Tax Forum
• Trade Association Publication Editorial Advisory Boards; 2013-2016: Commerce Clearing House – Corporate Business Taxation; Bureau of National Affairs State Tax Advisory BoardSELECT PRESENTATIONS
• Multiple corporate board and C-suite presentations; AI Opportunities, Risks, and Ethics (2023-2024)
• Multiple MIT Policy Roundtables for the C-Suite and Corporate Directors; AI Strategy, Governance, Ethics (2024)
• U.S. Department of Commerce Emerging Technology Leaders; U.S. Naval War College; U.S. / Allied Nations Global Government Forum; NACD; Harvard AI Ethics Research Readout (2024)
• EY Center for Board Matters – Nasdaq Directors Summit; AI Ethics (May 2024) •
• MIT Imagination in Action AI Forum; AI Governance Panel, Applied AI Ethics Lightning Talk (Apr 2024)
• Devex AI Policy Roundtable – Washington DC; AI Ethics and Governance (Apr 2024)
• Boardroom Governance Podcast Appearance; AI Ethics and Governance (Apr 2024)
• A Fireside Chat with Bruce Jackson, Author of ‘Never Far from Home; EY NYC DEI Forum (Apr 2024)
• EY America’s Board; Designed, Curated, and Hosted a 6-part AI Training Video Series (Jan-Feb 2024)
• Harvard Franklin Fellows; AI Ethics (Feb 2024)
• The Institute of Internal Auditors; The Role of Internal Audit in End-to-End Responsible AI Governance (Feb 2024)
• Mongolia Ministry of Digital Development; AI Strategy & Policy (Jan 2024)
• Nasdaq Trade Talks; AI and Venture Capital Investing (Dec 2023)
• EY Global Webcast; What you need to know: President Biden Executive Order on AI (Nov 2023)
• EY-Parthenon MIT Software Economy Forum; From Silicon Valley to the Compliance Valley: Unleashing Innovation, Embracing Regulation (Sept 2023)
• Nasdaq Trade Talks; The Biden Administration and 7 Leading Tech Companies Reach Agreement on AI Safeguards (July 2023)
• Innovation Realized; Integrating Generative AI and Web3 into the Risk Landscape (June 2023)
• LegalTech Hub; Combinatorial Creativity, AI and the Future of Law (June 2023)
• Revenu Québec, Digital Economy Taxation Network; Programmable Digital Currencies (May 2023)
• Czech Republic Ministry of Finance; Digital Transformation in Public Finance (May 2023)
• World Bank Group, Using Data Analytics to Power Digital Transformations in Tax Administrations; 1. Building Data Analytics with Peer Tax Authorities as Digital Public Goods, 2. Artificial Intelligence to Improve Tax Administration (April 2023)
• Nasdaq Trade Talks; Responsible Generative Artificial Intelligence (April 2023)

Boston Global Forum at Harvard University – Governing the Future: AI, Democracy, and Humanity – honoring Dr.

Alondra Nelson; Applied AI Ethics (Apr 2024)

• Tufts University; The Fletcher Forum of World Affairs Podcast; Financing Digital Public Infrastructure (Mar 2023)
• PepsiCo; Digital Assets Policy and Regulation (Feb 2023)
• Boston Global Forum 10th Anniversary Conference, Harvard University, Honoring United Nations Secretary- General’s Envoy on Technology Amandeep Gill; The Power of Diverse Stakeholder Groups to Promote Digital Technologies (Nov 2022)
• Nasdaq Trade Talks; Policy Implications of Digital Assets (Nov 2022)
• Microsoft Symposium at the WCO Technology Conference; Digitalization of Customs and Trade (Oct 2022)
• ADEX-Peru, Financial Tools for Foreign Trade Seminar; How Web3 Will Shape the Future of Money (Aug 2022)
• MIT Symposium, A New Foundation for the Global Digital Economy; Governance of Multistakeholder Technology Systems (June 2022)
• MIT Imagination in Action Web3 Conference; Web3 Policy Implications (June 2022)
• MIT CBDC Symposium; Tax and Policy Implications of CBDCs (June 2022)
• World Bank, Vienna University of Economics and Business, New Technologies: The Opportunities and Challenges of Artificial Intelligence and Blockchain for Tax Administrations; Demystifying Blockchain (May 2022)
• US Treasury Speaker Series; Data Governance (April 2022)
• AI World Society, Harvard University, Rebuilding Ukraine: From Devastation by War to an Exemplary Nation for Remaking the World Toward an Age of Global Enlightenment; Application of Innovative Technology to Rebuild Ukraine (April 2022)
• World Bank – Uzbekistan, Vienna University, Transforming Tax Administrations: Roadmap for Full Digitalization and Implementation Challenges; Blockchain: Exploring the Longer-Term Potential (Nov 2021)
• MIT Connection Science Symposium; DeFi and Digital Currency, a New Bretton Woods Accord (Nov 2021)
• World Bank, United Nations, Vienna University of Economics and Business, and African Tax Institute; Conference on Tax Transparency and Corruption, Emergent Opportunities for New Technologies to Enhance Efforts to Combat Illicit Financial Flows (July 2021)
• Vienna University of Economics and Business; Transforming Tax Systems with Blockchain (June 2021)
• United Nations; Centennial Roundtable, Digital Future toward the Age of Global Enlightenment (May 2021)
• New America, Financing a Digital Decade Policy Roundtables (March – May 2021)
• MIT Connection Science; Emerging Technology World-Wide Standards, Regulation (Dec 2020)
• Tax Analysts Symposium; Tax and Artificial Intelligence (Dec 2020)
• Asian Development Bank, Southeast Asia Symposium on Domestic Resource Mobilization for Covid-19 Economic Recovery; Digital Transformation in Tax Administration (Dec 2020)
• Central and Eastern Europe Ministries of Finance Webcast, Microsoft; Ministry of Finance as Enabler of the Digital Economy (Nov 2020)
• The Digital Economist Speaker Series; Digital Transformation of Government Tax and Fiscal Systems (Nov 2020)
• Study Group on Asian Tax Administration and Research (SGATAR) Virtual Meeting on Tax Administration’sResponses to Covid-19; The Prosperity Collaborative, Emerging Technology and Tax Policies (Nov 2020)
• Northeastern University; Guest Lecturer; Emerging Technology and Taxation (Nov 2020)
• Money Reimagined Podcast, presented by the World Economic Forum and CoinDesk; Programing Tax Logic into Central Bank Digital Currencies (Oct 2020)
• Blockchain Central, aligned to the UN General Assembly; Reviving Trust and Resilience in our Institutions (Sept 2020)

• EY 2020 Africa Tax Summit; Insight Session: Practical Tax Considerations for Intra-Africa Trade (Aug 2020)
• The Prosperity Collaborative, Technology and Tax During and Beyond the Coronavirus Pandemic; UsingTechnology to Make Tax Systems More Efficient and Crisis Responsive (May 2020)
• Global Blockchain Business Council, aligned to the World Economic Forum; Davos, Switzerland; The ProsperityCollaborative (Jan 2020)
• 6th Annual World Bank Group/International Monetary Fund Tax Sunday; Washington, D.C.; Strengthening TaxSystems in a Digitalizing World (Oct 2019)
• Boston Global Forum Policy Roundtable – Harvard University; Cambridge, MA; AI and Concepts of the SocialContract for 2020 (Sept 2019)
• CEO Summit; Hanoi, Vietnam; How Artificial Intelligence Systems Can Improve Government Decision Making(Aug 2019)
• U.S. Congressional Roundtable; Wash. D.C.; The State of Blockchain Technology & Digital Assets (July 2019)
• Northeastern University; Boston, MA: EY Financial Services Tax Conference; Hong Kong: EY aHead of Tax Conference; London, UK; Public and Private Sector Advanced Technology Signals (May-June 2019)
• Blockchain + AI+ Human, aligned to the World Economic Forum; Davos, Switzerland; The Future of Enterprise Tax Solutions (Jan 2019)
• CFO Tech Outlook; The Promise of Artificial Intelligence to Solve Tax Problems (Nov 2018)
• Imagination in Action, MIT; Cambridge, MA; Blockchain for Government Tax Authorities (May 2018)
• TEDx BeaconStreet; Boston, MA; How Taxes Could Save the Planet (Nov 2016)
• Carbon Tax Forum; The Impact of Carbon Taxes on Climate Change – Roundtable Host; Wash. DC (2015, 2016)
• The Aftermath of US Elections – Webcast; Tax Implications of the Election (2014, 2012)
• African Business Incentives Roundtable for Government Trade Ministers; Johannesburg, South Africa; Aligning African Business Incentives to Capital and Labor Investments by Multinational Enterprises (Sept 2013)
• Evanta CFO Executive Summit; Dallas, TX; The Affordable Care Act – What CFOs Need to Know (June 2013)
• Business Incentives Roundtable for Government Trade Ministers; Lisbon, Portugal; Business Incentives BolsteringForeign Direct Investment (June 2012)
• Bureau of National Affairs; State Tax Policy Implications of the 2012 Elections (Nov 2012)
• Council on State Taxation, Education Forum; Atlanta, GA; US Constitutional Law Practice and Theory (2010-2014)BETTER INNOVATION PODCAST
• Founder and Host of the Better Innovation Podcast. Long-form interview and content rich discussions with innovation / technology thought leaders from across the globe. The podcast explores stories of how innovation is reshaping and transforming our inextricably digital world. Published 75+ hours of content from conversations with more than 100 guests across 7 podcast seasons (2017–present).
• Guests include, U.S. Congressman Tom Emmer (R-MN); Secretary Andrew Card, former U.S. White House Chief of Staff and Secretary of Transportation; Whitney Johnson, innovation thought leader and author; Steve Blank, serial entrepreneur and originator of Lean Startup theory; Jeremy Allaire, Circle Financial Founder and CEO; Alex Pentland, Founder and Director of the MIT Connection Science and Human Dynamics Labs; Rita McGrath, Columbia University Professor and leading strategist; Greg Medcraft, Director of Financial Enterprise Affairs with OECD; Yolanda Jinxin Ma, Head of Digital Policy and Global Partnerships with the United Nations Development Programme; and, Alexander Osterwalder, business model innovation thought leader.